HFS
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Hopwood Financial Services’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Hopwood Financial Services’s Portfolio XLC Stock Details XLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$846K Buy
7,898
+305
+4% +$34.8K 0.49% 33
2026
Q1 		$842K Sell
7,593
-43
-0.6% -$4.98K 0.57% 31
2025
Q4 		$899K Buy
7,636
+21
+0.3% +$2.42K 0.63% 29
2025
Q3 		$901K Hold
7,615
– – 0.6% 29
2025
Q2 		$826K Sell
7,615
-190
-2% -$18.7K 0.65% 26
2025
Q1 		$753K Buy
7,805
+295
+4% +$29.5K 0.58% 32
2024
Q4 		$727K Buy
+7,510
New +$716K 0.55% 33

Other funds holding XLC

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
MAWA
Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AIIMS
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return
AWM
Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return

Hopwood Financial Services's XLC Position: Q2 2026 in Review

Hopwood Financial Services increased its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 4% in Q2 2026, buying an estimated $34.8K and bringing the position to 7,898 shares worth $846K. The position accounts for 0.49% of the portfolio, ranked #33.

Hopwood Financial Services first reported a position in XLC in Q4 2024 and has held it in 7 quarters since. The position peaked at $901K in Q3 2025. 523 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

  • Hopwood Financial Services held 7,898 shares of State Street Communication Services Select Sector SPDR ETF worth $846K as of Q2 2026.
  • Hopwood Financial Services bought 305 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $34.8K.
  • State Street Communication Services Select Sector SPDR ETF made up 0.49% of Hopwood Financial Services's portfolio in Q2 2026, its #33 holding.
  • Hopwood Financial Services first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
  • Hopwood Financial Services's State Street Communication Services Select Sector SPDR ETF position peaked at $901K in Q3 2025.
  • 523 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on Hopwood Financial Services's 13F filing for Q2 2026, filed 22 Jul 2026.